2020-04-16T19:16:58-05:00 2019-06-30 410746749 CLIFTONLARSONALLEN LLP 301 NORTH LAKE AVENUE SUITE 900 PASADENA CA 91101 990 2018-07-01 954463705 THE ARCHER SCHOOL FOR GIRLS INC ARCH 3108737000 11725 SUNSET BLVD LOS ANGELES CA 90049 JANE DAVIS CFO 3108737000 2020-04-15 1 BARED DILACAR P00157338 6267933600 2020-03-31 67.137.57.251 2020-04-15 11:48:19 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 80266BCFA5E1B3E3CFD616D959E2F840DD671D9F 2018 2021-01-29 14:40:06Z JANE DAVIS 11725 SUNSET BLVD LOS ANGELES CA 90049 29474082 0 X WWW.ARCHER.ORG X 1995 CA AN INDEPENDENT COLLEGE PREPARATORY SCHOOL FOR GIRLS IN GRADES SIX TO TWELVE.ARCHER INSTILLS IN STUDENTS A LOVE OF LEARNING AND IS DEDICATED TO EDUCATING GIRLS THE WAYS IN WHICH THEY LEARN BEST. ONLY RECENTLY HAVE EDUCATORS BECOME TRULY KNOWLEDGEABLE ABOUT WHAT THIS MEANS. IT DOES NOT MEAN JUST PUSHING STUDENTS TO CRAM THEIR SCHEDULES WITH SO MANY UNIVERSITY-LEVEL COURSES THAT THEY END UP WITH NO TIME TO PROCESS THEIR LEARNING AND NO TIME TO CONNECT WITH THEIR FAMILY AND FRIENDS. GIRLS THRIVE ON MAKING CONNECTIONS; BETWEEN PEOPLE, AS WELL AS BETWEEN DISCIPLINES. THAT BEING THE CASE, ARCHER PROMOTES THESE CONNECTIONS FROM THE START. 24 24 158 426 0 0 15104390 5653362 21748367 23076005 240111 176118 324785 304543 37417653 29210028 3783331 4096468 0 0 12103049 12798879 0 0 1201362 8110227 8735955 23996607 25631302 13421046 3578726 108126146 122427427 48068034 59286233 60058112 63141194 X THE ARCHER SCHOOL FOR GIRLS IS AN EDUCATIONAL COMMUNITY THAT SUPPORTS AND CHALLENGES YOUNG WOMEN TO DISCOVER THEIR PASSIONS AND REALIZE THEIR TRUE POTENTIAL BY A) PROVIDING A RIGOROUS, INTEGRATED COLLEGE PREPARATORY CURRICULUM THAT FOSTERS CRITICAL THINKING AND INTELLECTUAL CURIOSITY B) CREATING AND SUSTAINING A COLLABORATIVE TEACHING AND LEARNING ENVIRONMENT THAT EXPLORES AND REFINES THE WAYS GIRLS LEARN BEST C) HELPING GIRLS TO BECOME LEADERS AND LIFE-LONG LEARNERS AND STRENGTHENING THEIR CAPACITY TO CONTRIBUTE POSITIVELY TO THEIR COMMUNITIES D) STRENGTHENING GIRLS' VOICES IN A DIVERSE AND CULTURALLY RICH ENVIRONMENT E) EMBRACING POSSIBILITY, PROMOTING CHALLENGE-SEEKING AND SUPPORT RISK-TAKING F) ENCOURAGING GIRLS TO DEVELOP MEANINGFUL RELATIONSHIPS WITH PEERS AND FACULTY ROOTED IN HONESTY, RESPECT AND RESPONSIBILITY G) AND GRADUATING COURAGEOUS, COMMITTED AND ETHICAL YOUNG WOMEN WHO TAKE RESPONSIBILITY FOR THEIR OWN PHYSICAL, FINANCIAL AND EMOTIONAL WELL-BEING. 0 0 21891183 4096468 23096601 ARCHER IS AN INDEPENDENT COLLEGE PREPARATORY SCHOOL FOR GIRLS, WITH APPROXIMATELY 502 STUDENTS FROM GRADES SIX TO TWELVE DURING YEAR ENDED JUNE 30, 2019.FOUNDED ON THE COMPELLING RESEARCH ON HOW GIRLS LEARN BEST, THE ARCHER SCHOOL EDUCATES GIRLS AND YOUNG WOMEN TO MEET THE CHALLENGES OF THE TWENTY-FIRST CENTURY. EVERY GIRL'S VOICE IS ENCOURAGED AND STRENGTHENED IN AN ATMOSPHERE WHERE HONESTY, RESPECT AND RESPONSIBILITY ARE THE CORNERSTONES OF DAILY SCHOOL LIFE. LEADERSHIP EXPERIENCES ARE CENTRAL TO EACH GIRL'S DEVELOPMENT, ALONG WITH MEANINGFUL INVOLVEMENT IN THE COMMUNITY. CRITICAL THINKING FOSTERS INTELLECTUAL CURIOSITY, WHICH DEVELOPS A PATTERN OF LIFE-LONG LEARNING.ARCHER GRADUATES COURAGEOUS, COMMITTED AND CAPABLE YOUNG WOMEN OF CHARACTER WHO TAKE RESPONSIBILITY FOR THEIR OWN PHYSICAL, FINANCIAL AND EMOTIONAL WELL-BEING AND WHO POSSESS THE PSYCHOLOGICAL FLEXIBILITY AND CONFIDENCE TO CONFRONT THE SIGNIFICANT CHANGES OF THEIR LIFETIMES. EACH YEAR, ARCHER GRADUATES APPROXIMATELY 70 YOUNG WOMEN. ALMOST 22% OF OUR STUDENTS RECEIVE SOME FORM OF FINANCIAL ASSISTANCE. THE SCHOOL IS DEDICATED TO DIVERSITY. 21% OF THE FACULTY ARE PERSONS OF COLOR. IN ADDITION, 41% OF OUR STUDENTS ARE OF COLOR, REFLECTING THE DIVERSITY OF THE CITY OF LOS ANGELES. 21891183 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 62 0 158 1 0 0 0 0 0 1 1 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JANE DAVIS 3108737020 11725 SUNSET BLVD LOS ANGELES CA 90049 FRANK MARSHALL CHAIR 2.50 X X 0 0 0 JUSTIN CHANG VICE CHAIR 2.50 X X 0 0 0 ANN GIANOPULOS SECRETARY 2.50 X X 0 0 0 RONALD STONE TREASURER 2.50 X X 0 0 0 MERIDITH BAER TRUSTEE 2.50 X 0 0 0 STEPHANIE DARROW TRUSTEE 2.50 X 0 0 0 LAUREN FINKELSTEIN TRUSTEE 2.50 X 0 0 0 LAUREN FITE TRUSTEE 2.50 X 0 0 0 JODY GERSON TRUSTEE 2.50 X 0 0 0 MARK GORDON TRUSTEE 2.50 X 0 0 0 CAROLINE GRAINGE TRUSTEE 2.50 X 0 0 0 KATHLEEN KENNEDY TRUSTEE 2.50 X 0 0 0 SCOTT LORD TRUSTEE 2.50 X 0 0 0 JEFF LOTMAN TRUSTEE 2.50 X 0 0 0 MARC MILLS TRUSTEE 2.50 X 0 0 0 HANNAH MINGHELLA TRUSTEE 2.50 X 0 0 0 TRACEY BRISCOE MONROE TRUSTEE 2.50 X 0 0 0 SHANA SILVERI TRUSTEE 2.50 X 0 0 0 TIFFANY SMITH-ANOA'I TRUSTEE 2.50 X 0 0 0 PATRICK TIERNEY TRUSTEE 2.50 X 0 0 0 MICHAEL TUCHIN TRUSTEE 2.50 X 0 0 0 CORINNE VERDERY TRUSTEE 2.50 X 0 0 0 IAN WEINGARTEN TRUSTEE 2.50 X 0 0 0 MICHAEL ZELLER TRUSTEE 2.50 X 0 0 0 ELIZABETH ENGLISH HEAD OF SCHOOL 50.00 X 614595 0 54146 JANE P DAVIS CHIEF FINANCIAL OFFICER 50.00 X 191672 0 22178 KAREN PAVLISCAK ASSISTANT HEAD OF SCHOOL 50.00 X 183364 0 21473 GRETCHEN WARNER UPPER SCHOOL DIRECTOR 50.00 X 153868 0 11103 SARA BILLINGS DIRECTOR OF ADVANCEMENT 50.00 X 155976 0 17339 JANET LYON DIRECTOR OF OPERATIONS 50.00 X 146799 0 18930 DENNIS LENNON DIRECTOR OF ATHLETICS 50.00 X 140312 0 17049 1586586 0 162218 29 0 1 0 MATT CONSTRUCTION INC 9814 NORWALK BLVD SANTA FE SPRINGS CA 90670 CONSTRUCTION MASTER PLAN 18636679 TUMBLEWEED TRANSPORTATION PO BOX 49291 LOS ANGELES CA 90049 TRANSPORTATION 1236519 PARALLAX INC 5763 UPLANDER WAY CULVER CITY CA 90230 ARCHITECTURE 798010 SEAROCK STAFFORD CM INC 690 E GREEN STREET SUITE 201 PASADENA CA 91101 PROJECT MANAGER MASTER PLAN 532968 LATHAM & WATKINS LLP 355 SOUTH GRAND AVENUE LOS ANGELES CA 900711560 LAND USE ATTORNEYS 464281 13 172651 5480711 91950 5653362 TUITION AND FEES 611600 23076005 23076005 23076005 176118 176118 529456 172651 264054 265402 265402 18545 0 18545 18545 MISCELLANEOUS INCOME 611710 20596 20596 20596 29210028 23096601 0 460065 4096468 4096468 913185 359821 351987 201377 9547565 8543296 394421 609848 597277 542261 24054 30962 964161 840501 50451 73209 776691 676764 42012 57915 220748 220748 31600 31600 30579 30579 136883 136883 98823 63491 29172 6160 52244 36369 13107 2768 561227 393256 138214 29757 1445165 1393908 44975 6282 155451 56191 98196 1064 573620 573620 1522234 1467586 47950 6698 234842 226411 7398 1033 ALL OTHER EXPENSES 1083506 605827 303390 174289 STUDENT BUSING 1065282 1065282 ATHLETICS, ENRICHMENT & 1015516 1015516 CLASSROOM INSTRUCTIONAL 508235 508235 25631302 21891183 2538757 1201362 14498248 10981277 3501391 4505554 16961937 14149216 31299 68119 1248501 567945 94402789 10131094 64105829 84271695 6844865 6946902 934076 936719 108126146 122427427 5066932 3937375 14703337 14595788 28000000 28000000 12503503 297765 249567 48068034 59286233 X 49594200 56156799 5302345 1822828 5161567 5161567 60058112 63141194 108126146 122427427 X 3578726 324356 -820000 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 6844865 469895 -367858 6946902 6727844 374872 -257851 6844865 6535119 438572 245847 6727844 6589196 177523 231600 6535119 6383066 375130 169000 6589196 0.74300 0.25700 0 0 10868000 10868000 74660045 9577848 65082197 1265139 553246 711893 7609605 7609605 84271695 CAPITAL LEASE - EQUIPMENT 15608 OTHER NON-CURRENT LIABILITY 233959 249567 X 25407337 324356 -4096468 -3772112 29179449 30579 30579 29210028 22324255 820000 820000 21504255 30579 4096468 4127047 25631302 PART IV, LINE 2B: SCHOOL IS THE CUSTODIAN OF STUDENT CLASS ACCOUNTS. PART V, LINE 4: THE SCHOOL'S ENDOWMENT FUNDS ARE USED TO PROVIDE FINANCIAL AID AND INSTRUCTIONAL PROGRAMS FOR STUDENTS, TO PROVIDE DEVELOPMENT OPPORTUNITIES FOR FACULTY, AND TO SUPPORT SCHOOL OPERATIONS. PART X, LINE 2: THE SCHOOL HAS BEEN GRANTED EXEMPTION FROM INCOME TAX UNDER SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES ALL OF THE POSITIONS TAKEN BY THE SCHOOL ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. PART XI, LINE 2D AND PART XII, LINE 4B REPRESENTS FINANCIAL AID. PART XII, LINE 2D LOSS ON UNCOLLECTABLE PLEDGES. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE ARCHER SCHOOL PUBLISHED ITS RACIALLY NONDISCRIMINATORY POLICY IN TWO LOCAL NEWSPAPERS ANNUALLY. AUCTION 569690 172651 397039 107554 55622 ARCHER PARENT ASSOCIATION 84008 84008 74941 2 48409 48409 25937 702107 172651 529456 107554 156500 264054 265402 1 STUDENT FINANCIAL AID 108 4096468 PART I, LINE 2: ALL GRANTS ARE FOR FINANCIAL AID PURPOSES AND ISSUED ON A NEED BASIS TOBRIDGE THE GAP BETWEEN THE COST OF THE EDUCATION AND WHAT THE FAMILY CANAFFORD TO PAY. APPLICANTS PRODUCE VARIOUS PROOFS OF NEED INCLUDING FEDERAL INCOME TAX RETURNS. GRANTS ARE ISSUED FOR TUITION, UNIFORMS, TEXTBOOKS AND CLASSROOM TRIPS. X X 1 1 X X X X 0 1 0 0 0 0 0 1 0 ELIZABETH ENGLISH HEAD OF SCHOOL 529854 0 50000 0 34741 0 19250 0 34896 0 668741 0 0 0 JANE P DAVIS CHIEF FINANCIAL OFFICER 191672 0 0 0 0 0 13556 0 8622 0 213850 0 0 0 KAREN PAVLISCAK ASSISTANT HEAD OF SCHOOL 183364 0 0 0 0 0 12885 0 8588 0 204837 0 0 0 GRETCHEN WARNER UPPER SCHOOL DIRECTOR 153868 0 0 0 0 0 10771 0 332 0 164971 0 0 0 SARA BILLINGS DIRECTOR OF ADVANCEMENT 155976 0 0 0 0 0 6899 0 10440 0 173315 0 0 0 JANET LYON DIRECTOR OF OPERATIONS 146799 0 0 0 0 0 10276 0 8654 0 165729 0 0 0 DENNIS LENNON DIRECTOR OF ATHLETICS 140312 0 0 0 0 0 8455 0 8594 0 157361 0 0 0 PART I, LINE 1A THE SCHOOL MAKES MONTHLY RENT PAYMENTS OF $19,500 FOR THE RESIDENCE OF ITS HEAD OF SCHOOL WHERE SHE RESIDES AS A CONDITION OF HER EMPLOYMENT FOR THE SCHOOL'S CONVENIENCE. DISCRETIONARY SPENDING ACCOUNT - THE SCHOOL INCURRED $8,652 FOR THE HEAD OF SCHOOL'S DISCRETIONARY ACCOUNT SPENDING. PART I, LINE 7 BONUSES PAID TO: ELIZABETH ENGLISH, HEAD OF SCHOOL, $50,000. A CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK 630304653 2018-02-07 27860000 SEE PART VI 0 0 0 A 27860000 12751135 15108865 1 0 0 1 A 0 0 0 0 0 0 1 A 0 1 1 0 1 0 0 0 1 A 1 PART 1 (F) THE BONDS WERE ISSUED TO CURRENT REFUND CERTAIN 2005 BONDS, CURRENT REFUND CERTAIN TAXABLE LOANS, AND FINANCE NEW MONEY CAPITAL PROJECTS. PART II LINE 13 CONSTRUCTION IS STILL IN PROGRESS. PART III LINE 7: AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS REPORTED IN PART III, LINE 6, IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. PART IV LINE 2B THE CURRENT REFUNDING PORTION OF BONDS HAS MET THE 6-MONTH EXCEPTION TO REBATE X 6 91950 FMV ON DATE OF GIFT 0 1 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED IN THE FISCAL YEAR 2018-2019. FORM 990, PART VI, SECTION A, LINE 1 THERE SHALL BE AN EXECUTIVE COMMITTEE CONSISTING OF THE CHAIR AND VICE-CHAIR OF THE BOARD, THE CHAIR OF THE FINANCE AND ASSETS COMMITTEE, THE CHAIR OF THE DEVELOPMENT COMMITTEE AND UP TO THREE (3) OTHER TRUSTEES APPOINTED BY THE CHAIR OF THE BOARD. SUBJECT TO THE PROVISIONS AND LIMITATIONS OF THE CALIFORNIA NONPROFIT CORPORATION LAW AND ANY OTHER APPLICABLE LAWS, THE ARTICLES OF INCORPORATION AND THESE BYLAWS, AND AS MAY BE LIMITED BY RESOLUTIONS ADOPTED BY THE BOARD, THE EXECUTIVE COMMITTEE SHALL SUPERVISE AND MANAGE THE ACTIVITIES AND AFFAIRS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN WAS PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES AS WELL AS THE HEAD OF SCHOOL AND THE DIRECTOR OF FINANCE AND OPERATIONS PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD OF TRUSTEE MEMBER AND OFFICER IS GIVEN A COPY OF THE POLICY ANNUALLY AND REQUIRED TO STATE THEIR COMPLIANCE WITH THE POLICY AND/OR STATE ANY CONFLICTS THAT MAY EXIST AT THE TIME. THE MEMBERS ARE REQUIRED TO NOTIFY MANAGEMENT SHOULD ANY CONFLICTS ARISE OR STATUS OF THEIR COMPLIANCE CHANGE THROUGHOUT THE YEAR. A TRUSTEE WHO IN INVOLVED IN A POTENTIAL CONFLICT OF INTEREST IS NOT ALLOWED TO VOTE ON ANY MATTERS RELATED WITH THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 ALL SALARIES ARE BENCHMARKED WITH SIMILAR POSITIONS IN PEER SCHOOLS AND INCLUDE CRITERIA FOR EMPLOYMENT HISTORY AND EDUCATION. SALARIES FOR THE HEAD OF SCHOOL ARE RECOMMENDED BY AN INDEPENDENT CONSULTANT AND THEN REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES AND OUR EMPLOYMENT ATTORNEY. SALARIES FOR OUR MANAGEMENT POSITIONS ARE REVIEWED AND APPROVED BY OUR HEAD OF SCHOOL ONCE THE BENCHMARKING PROCESS IS COMPLETED. ALL BENCHMARKING IS DOCUMENTED, DELIBERATIONS NOTED AND EMPLOYMENT AGREEMENTS SIGNED BY BOTH THE HEAD OF SCHOOL AND THE EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 BYLAWS, CONFLICT OF INTEREST POLICIES, FINANCIAL STATEMENTS, AND ALL OTHER POLICY DOCUMENTS ARE AVAILABLE FROM THE BUSINESS OFFICE UPON REQUEST. FORM 990, PART XI, LINE 9: LOSS ON UNCOLLECTABLE PLEDGES -820,000. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT AUDITOR.